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Wells Fargo & Company shares owned by Monterey Private Wealth

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Monterey Private Wealth from 13F filings

Historical chart of Monterey Private Wealth investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Monterey Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Monterey Private Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $336k 4.8k 70.25
2024-09-30 $225k 4.0k 56.49
2024-06-30 $236k 4.0k 59.40
2022-03-31 $275k 5.5k 50.16

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Top funds holding Wells Fargo & Company

Vanguard Group
BlackRock
FMR
State Street Corporation
Jpmorgan Chase & Co
Wellington Management Company
Dodge & Cox
Geode Capital Management
Capital Research and Management Company - Division 3
State Farm Mutual Automobile Insurance Company
Invesco
T. Rowe Price Associates
PRIMECAP Management Company
Bank of America Corporation
Ameriprise Financial

View all funds holding Wells Fargo & Company